-5.8%
DHR vs MNDY
-50.8%
+45.0%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +5.0% | -7.1% | -2.6% |
| 7D | -5.0% | -12.5% | +7.5% | -3.7% |
| 30D | -3.3% | -2.6% | -0.7% | -3.3% |
| 3M | +9.4% | +4.2% | +5.2% | +8.4% |
| 6M | +3.2% | +9.8% | -6.6% | +1.0% |
| YTD | -12.0% | -42.3% | +30.2% | -8.2% |
| 1Y | +4.9% | -54.5% | +59.4% | +11.7% |
| 3Y | -7.4% | -50.3% | +42.9% | -5.8% |
| 5Y | -29.8% | -77.1% | +47.3% | -32.4% |
| All | -5.8% | -50.8% | +45.0% | -6.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MNDY.
Daily Out/Under-Performance
Portfolio return minus MNDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MNDY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded MNDY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling